13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001455290
Total reported value
$100.7M
$100.7M
8 檔
88.9%
In Q4 2025, Shelter Ins Retirement Plan's U.S. equity holdings reached a combined market value of $100.7M, distributed across 8 disclosed stock positions.
During Q4 2025, Shelter Ins Retirement Plan's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 59.26% | +1.33% | — | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 21.68% | -1.09% | — | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 10.82% | +0.69% | — | |
| 4 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 3.47% | -0.15% | — | |
| 5 | OTIS | Otis Worldwide CORP | Stock-Industrials | 1.51% | -0.23% | — | |
| 6 | MKL | Markel Group Inc | Stock-Financials | 1.39% | -0.12% | — | |
| 7 | HAS | Hasbro Inc | Stock-Consumer Disc | 1.08% | -0.27% | — | |
| 8 | STZ | Constellation Brands Inc-a | Stock-Consumer Staples | 0.79% | -0.15% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MKL | Markel Group Inc | +0.1% | — | Unchanged |
| 2 | HAS | Hasbro Inc | +0.1% | — | Unchanged |
| 3 | IEFA | Ishares Core Msci Eafe ETF | 0% | — | Unchanged |
| 4 | IVV | Ishares Core S&p 500 ETF | 0% | — | Unchanged |
| 5 | STZ | Constellation Brands Inc-a | — | — | Unchanged |
| 6 | IEMG | Ishares Core Msci Emerging | 0% | — | Unchanged |
| 7 | OTIS | Otis Worldwide CORP | -0.1% | — | Unchanged |
| 8 | BKNG | Booking Holdings Inc | -0.1% | — | Unchanged |
According to official SEC Form 13F filings, Shelter Ins Retirement Plan reported a total U.S. public equity portfolio value of $100.7M across 8 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, IEFA, IEMG) accounted for 88.9% of total reported equity market value during Q4 2025.
During Q4 2025, Shelter Ins Retirement Plan's top holdings by market value included IVV (59.3%)、IEFA (21.7%)、IEMG (10.8%). The largest single position, IVV, represented 59.3% of total portfolio value.
In Q4 2025, Shelter Ins Retirement Plan made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.